Operations Services - Create a New Ticket Without a Template

1. Navigate to the "Tickets" screen

   To create a new ticket without using a pre-defined ticket template, log in to your operations portal and navigate to the "Tickets" screen within the "Services" section. In order to access and update "Tickets" you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "ticketView" and "ticketEdit".

   

2. Click the "Add Ticket" icon

   Click the "Add Ticket" icon to open the "Add Ticket" form.

   

3. Enter your ticket's initial details

   Fill out the form with the ticket's initial details. Type in the "Title."

   

4. Select a "Company", if needed

   If you're assigning this ticket to a company, click the "Company" field then type to search for the company. Click the company to select.

   

5. "Display to Customer" field

   If you selected a company, a field "Display to Customer" will appear. Select "Yes" if you want your customer to see the ticket, select "No" otherwise.

   

6. Skip the "Template" field

   Leave the "Template" field empty.

   

7. Click the "Add" button

   Click the "Add" button to confirm creation.

   

8. Fill in the ticket's details

   Once your ticket is created, you'll go to the details tab. This is where you can easily add more information to your ticket.

   

9. Verify on the list

   Confirm the newly created ticket is now added on the ticket list.